You can send customer account statements directly by email from Microsoft Dynamics 365 Business Central instead of printing them. Use the “Send Statement with Email” report, define the start and end date for the period, and the system creates an email with the statement attached automatically.
After you send a statement, you can see it in the fact box on the customer card. Note that only statements appear here, not invoices. To find sent invoices, you need to look elsewhere in the system.
Sending customer statements by email in Business Central
If you have used Document Handling to send customer statements, you can take the next step and email them directly. The starting point is the same report you would use to print a statement, but instead you choose to send it with email.
From the customer, go to the report and select “Send Statement with Email”. Define the start and end date for the period you want to cover, exactly as you would when printing a statement, and press OK. The email is created and the statement is attached to it automatically.
Tracking sent statements on the customer card
Once you have sent a statement, you can see it in the fact box on the customer card. This gives you a quick overview of what has been sent to each customer.
Keep in mind that only statements show up here, not invoices. If you need to find invoices you have sent to a customer, you have to look in other places in the system.
Q&A
How do you send a customer statement by email in Business Central?
Go to the customer, open the report and select “Send Statement with Email”. Define the start and end date for the period, then press OK. Business Central creates an email and attaches the statement to it.
Where can you see statements you have sent to a customer?
Sent statements appear in the fact box on the customer card.
Can you see sent invoices in the same place as statements?
No. The fact box on the customer card only shows statements. To find invoices you have sent to the customer, you need to look in other places in the system.